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People Moves

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Fintrack Editions

Every month, FinTrack will showcase the latest innovations from financial providers around the world. Each innovation is assessed and rated on key criteria, to assist with identifying, tracking & understanding key innovation globally.

The team headed by Simon Tuck will provide extensive services from beginning to end of the client partnership’s journey. This includes access to partner loans and retirement and inheritance planning.

L&C will “continually assess unique professional situations, such as client’s exposure to conflicts of interest and regulation that can prohibit certain investments,” the firm said.

Tuck said: “Professionals have been underserved by the investment community for decades. As I know from experience, private banks tend to lock-in clients with lending and then rest on their laurels, providing outsourced generic investment management.

“We fully understand the complex needs of senior professionals, the challenges they face and the demands on their time which necessitates best in class financial planning and investment management.”